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Legacy Wealth Management (Idaho)’s Principal Financial Group PFG Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-261
Closed -$23.5K – 730
2026
Q1 		$23.5K Hold
261
– – 0.01% 360
2025
Q4 		$23K Buy
261
+189
+263% +$16K 0.01% 307
2025
Q3 		$5.97K Hold
72
– – ﹤0.01% 410
2025
Q2 		$5.72K Hold
72
– – ﹤0.01% 381
2025
Q1 		$6.08K Hold
72
– – ﹤0.01% 401
2024
Q4 		$5.93K Sell
72
-113
-61% -$9.52K ﹤0.01% 365
2024
Q3 		$16K Buy
+185
New +$14.9K 0.01% 253

Other funds holding PFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s PFG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Principal Financial Group (PFG) in Q2 2026, closing a stake of 261 shares — an estimated $23.5K sold.

Legacy Wealth Management (Idaho) first reported a position in PFG in Q3 2024 and held it in 7 quarters. The position peaked at $23.5K in Q1 2026. 961 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Principal Financial Group position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 261 Principal Financial Group shares in Q2 2026, an estimated $23.5K.
  • Legacy Wealth Management (Idaho) first reported a position in Principal Financial Group in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Principal Financial Group position peaked at $23.5K in Q1 2026.
  • 961 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.